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T2 Partners' hot start to 2012 cooled a little in February with a decline of 0.9% vs. a gain of 4.3% for the S&P 500.
The letter includes T2’s recap of the Berkshire Hathaway (BRK.A)(BRK.B) earnings report. For my money Tilson is the best source for Berkshire information bar none. He thinks Buffett is pounding the table on the attractiveness of Berkshire’s share price at current levels. Tilson makes this comment:
“Berkshire has never been stronger. Its balance sheet is awash with cash and the company has a diverse and robust collection of exceptional businesses that are collectively generating more than $1 billion per month for Buffett and Munger to allocate."
He pegs intrinsic value at $178,000 per A share with that intrinsic value growing 10% per year. If true, a share price of $120,000 sounds awfully attractive.
T2 Accredited Fund Letter to Investors-Feb 2012
T2 Partners February Letter to Investors – Includes Full Tilson CNBC Transcript
Tickers in the article:
Download guru portfolio report (PDF format):
What Worked in the Stock Market for Long-Term Investors?
Extensive research has found that the companies with predictable revenues and earnings outperform the market average; they also suffer lower probability of loss. As a matter of fact, this kind of companies are exactly what Warren Buffett wants to buy and hold forever. Please read the research about what worked in the stock market:
Part I: What worked in the market from 1998-2008? Part I: Predictability Rank
Part II: Role of Valuations
Part III: Intrinsic Value, Discounted Cash Flow and Margin of Safety
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I can't believe anyone would want to hear what Whitney Tilson has to say. This guy is horrible. I can't believe he's considered a guru. If you want to make money you should do the direct opposite of what Tilson is doing. Literally.
http://www.zerohedge.com/news/anti-tilson-etf-basket-leads-way-early-2012